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Omnia Family Wealth’s Clorox CLX Stock Holding History

Omnia Family Wealth’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-41
Closed -$7K – 185
2019
Q1 		$7K Hold
41
– – ﹤0.01% 285
2018
Q4 		$6K Hold
41
– – ﹤0.01% 275
2018
Q3 		$6K Hold
41
– – ﹤0.01% 289
2018
Q2 		$6K Buy
41
+30
+273% +$3.7K ﹤0.01% 292
2018
Q1 		$1K Hold
11
– – ﹤0.01% 532
2017
Q4 		$2K Hold
11
– – ﹤0.01% 423
2017
Q3 		$1K Sell
11
-16
-59% -$2.15K ﹤0.01% 553
2017
Q2 		$4K Hold
27
– – ﹤0.01% 444
2017
Q1 		$4K Hold
27
– – ﹤0.01% 429
2016
Q4 		$3K Buy
+27
New +$3.18K ﹤0.01% 499

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Omnia Family Wealth's CLX Position: Q2 2019 in Review

Omnia Family Wealth sold out of Clorox (CLX) in Q2 2019, closing a stake of 41 shares — an estimated $7K sold.

Omnia Family Wealth first reported a position in CLX in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q1 2019. 966 funds tracked by Wall St. Rank hold CLX as of Q2 2019.

  • Omnia Family Wealth reported no remaining Clorox position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 41 Clorox shares in Q2 2019, an estimated $7K.
  • Omnia Family Wealth first reported a position in Clorox in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Clorox position peaked at $7K in Q1 2019.
  • 966 funds tracked by Wall St. Rank held Clorox as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.